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TCG Crossover Management, LLC
inwestor instytucjonalny · portfel $4.16 mld · 54 pozycji · raport na 30.06.2026
Pozycje w Akcjach raport za 30.06.2026, złożony 14.08.2026; zmiana — względem 31.03.2026 · 61
| Spółka | Akcje | Wartość | % portfela | Zmiana Kwartalna |
|---|---|---|---|---|
| ABIVAX US:ABVX · kwit depozytowy | 6 007 834 | $801 mln | 19.24% | −473 251 |
| Tango Therapeutics, Inc. US:TNGX | 9 081 201 | $284 mln | 6.82% | −1 449 870 |
| CG Oncology, Inc. US:CGON | 3 670 206 | $261 mln | 6.27% | — |
| Cogent Biosciences Inc US:COGT | 4 854 436 | $188 mln | 4.52% | −92 458 |
| Immunovant, Inc. US:IMVT | 4 457 988 | $172 mln | 4.13% | — |
| Spyre Therapeutics Inc. US:SYRE | 1 900 582 | $169 mln | 4.06% | — |
| Dianthus Therapeutics Inc. US:DNTH | 1 676 624 | $163 mln | 3.93% | — |
| Mirum Pharmaceuticals Inc US:MIRM | 1 062 049 | $124 mln | 2.99% | — |
| Zai Lab Ltd US:ZLAB · kwit depozytowy | 6 137 627 | $117 mln | 2.80% | nowa |
| Amylyx Pharmaceuticals Inc US:AMLX | 6 243 812 | $112 mln | 2.70% | — |
| Monte Rosa Therapeutics Inc US:GLUE | 4 622 151 | $112 mln | 2.69% | — |
| BioCryst Pharmaceuticals Inc US:BCRX | 11 020 968 | $110 mln | 2.65% | — |
| Vor Biopharma Inc US:VOR | 5 673 078 | $104 mln | 2.51% | — |
| Tyra Biosciences Inc US:TYRA | 3 248 980 | $104 mln | 2.49% | — |
| Dyne Therapeutics Inc US:DYN | 4 615 144 | $103 mln | 2.46% | — |
| Disc Medicine Inc. US:IRON | 1 341 862 | $98.1 mln | 2.36% | — |
| Relay Therapeutics Inc US:RLAY | 4 273 356 | $80.0 mln | 1.92% | — |
| Savara Inc US:SVRA | 12 362 205 | $76.2 mln | 1.83% | — |
| Aura Biosciences Inc US:AURA | 9 533 333 | $67.7 mln | 1.63% | nowa |
| Revolution Medicines, Inc. US:RVMD | 340 899 | $63.8 mln | 1.53% | −235 574 |
| First Tracks Biotherapeutics US:TRAX | 2 895 304 | $58.3 mln | 1.40% | nowa |
| Kodiak Sciences Inc US:KOD | 1 445 538 | $56.3 mln | 1.35% | — |
| Avalo Therapeutics Inc US:AVTX | 3 017 120 | $55.8 mln | 1.34% | +2 278 737 |
| LB PHARMACEUTICALS INC US:LBRX | 1 447 310 | $47.0 mln | 1.13% | −392 179 |
| Century Therapeutics Inc US:IPSC | 17 754 430 | $43.4 mln | 1.04% | — |
| Tectonic Therapeutic, Inc. US:TECX | 1 204 891 | $41.4 mln | 1.00% | — |
| Xencor Inc US:XNCR | 2 452 138 | $39.5 mln | 0.95% | — |
| Surrozen Inc US:SRZN | 1 473 101 | $38.2 mln | 0.92% | — |
| Editas Medicine Inc US:EDIT | 11 111 111 | $36.0 mln | 0.87% | nowa |
| MBX Biosciences, Inc. US:MBX | 650 000 | $35.9 mln | 0.86% | — |
| PHARVARIS BV CUSIP N69605108 | 1 008 229 | $34.9 mln | 0.84% | nowa |
| Silence Therapeutics PLC US:SLN · kwit depozytowy | 3 033 560 | $33.3 mln | 0.80% | — |
| INFLARX N V CUSIP N44821101 | 14 500 000 | $32.5 mln | 0.78% | nowa |
| Altimmune Inc US:ALT | 10 000 000 | $30.4 mln | 0.73% | nowa |
| Janux Therapeutics Inc US:JANX | 1 789 617 | $27.5 mln | 0.66% | — |
| Perspective Therapeutics Inc… US:CATX | 7 915 567 | $27.0 mln | 0.65% | — |
| AgomAb Therapeutics NV Ameri… US:AGMB · kwit depozytowy | 2 053 233 | $26.7 mln | 0.64% | — |
| BIOHAVEN LTD CUSIP G1110E107 | 1 779 952 | $26.5 mln | 0.64% | −2 851 365 |
| Aktis Oncology, Inc. US:AKTS | 696 560 | $22.5 mln | 0.54% | nowa |
| Alector Inc US:ALEC | 10 000 000 | $20.1 mln | 0.48% | — |
| FORTE BIOSCIENCES INC CUSIP 34962G208 | 920 000 | $19.6 mln | 0.47% | nowa |
| Monopar Therapeutics Inc US:MNPR | 203 327 | $18.8 mln | 0.45% | +71 224 |
| Ocular Therapeutix Inc US:OCUL | 1 647 752 | $16.2 mln | 0.39% | — |
| ADC THERAPEUTICS SA CUSIP H0036K147 | 11 390 175 | $12.2 mln | 0.29% | — |
| Alx Oncology Holdings US:ALXO | 5 655 487 | $11.7 mln | 0.28% | −7 356 362 |
| Entrada Therapeutics Inc US:TRDA | 1 060 230 | $7.80 mln | 0.19% | −1 227 270 |
| Cullinan Therapeutics, Inc. US:CGEM | 406 786 | $7.41 mln | 0.18% | — |
| Arvinas Inc US:ARVN | 707 098 | $5.88 mln | 0.14% | −1 680 363 |
| Korro Bio, Inc. US:KRRO | 416 301 | $5.49 mln | 0.13% | — |
| RESEARCH ALLIANCE CORP CL A CUSIP G75226103 | 500 000 | $5.35 mln | 0.13% | nowa |
| LeonaBio, Inc. US:LONA | 464 398 | $4.27 mln | 0.10% | — |
| JATT II ACQUISITION CORP CUSIP G50765109 | 200 000 | $2.27 mln | 0.05% | nowa |
| Context Therapeutics Inc US:CNTX | 2 682 696 | $1.49 mln | 0.04% | — |
| Eikon Therapeutics, Inc. US:EIKN | 37 902 | $495 tys. | 0.01% | nowa |
| CENTESSA PHARMACEUTICALS PLC CUSIP 152309100 | 0 (było 4 286 480) | — | — | sprzedana |
| Fulcrum Therapeutics Inc US:FULC | 0 (było 5 250 000) | — | — | sprzedana |
| Liquidia Technologies Inc US:LQDA | 0 (było 403 048) | — | — | sprzedana |
| Structure Therapeutics Inc.… US:GPCR · kwit depozytowy | 0 (było 140 411) | — | — | sprzedana |
| Upstream Bio, Inc. US:UPB | 0 (było 181 063) | — | — | sprzedana |
| Vistagen Therapeutics, Inc. US:VTGN | 0 (było 2 676 580) | — | — | sprzedana |
| UROGEN PHARMA LTD CUSIP M96088105 | 0 (było 405 365) | — | — | sprzedana |
W spółkach z naszej bazy 5
| Spółka | Udział | Akcje | Data Raportu |
|---|---|---|---|
| InflaRx N.V. | 97.39% | 14 500 000 | 2026-06-30 |
| ADC Therapeutics SA | 8.92% | 11 390 175 | 2026-06-30 |
| Editas Medicine Inc | 7.23% | 11 111 111 | 2026-06-30 |
| Zai Lab Ltd | 5.39% | 6 137 627 | 2026-06-30 |
| Silence Therapeutics PLC | 5.04% | 3 033 560 | 2026-06-30 |
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